5401 results found
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PandaDoc mobile app and Monday CRM mobile app integration.
PandaDoc mobile app and Monday CRM mobile app integration.
8 votesValeryia Baranava responded
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Improve signature forwarding
Document recipients seem to have a hard time using the signature forwarding option and either do it wrong or ask the sender to reassign to someone else. Wish there were an easier way for recipients to FWD signing rights to another person/signer.
8 votes -
Decimal places applied on pricing table variables
After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.
8 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Option to view all workspaces from the dashboard
Option to view all workspaces from the dashboard.
An option that will allow the user to view all of his workspace from the dashboard.
8 votes -
Metrics/reporting for contract negotiations (redlining). Detailed exportable summary
Would like metrics tracking contract negotiations data. Reps using, edits, etc.
8 votes -
Ability to arrange and set a header and a footer that will be applied for each newly created template.
Ability to arrange and set a header and a footer that will be applied for each newly created template.
8 votes -
Connect to an account in Salesforce (not opportunity)
Allow a document to be directly attached to the entire account in Salesforce, instead of just an opportunity
8 votes -
Workspace details via API
to get the pandadoc workspace from any api
8 votes -
Mark documents as read/App
Mark documents as read in the app to stop getting irrelevant notifications
8 votes -
Ability to choose the language according to the recipient.
Ability to choose the language according to the recipient.
8 votes -
8 votes
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8 votes
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Document approval defaults for all documents
I want 100% of the document going out to be approved.
I have salespeople who create their own stuff and send them without approval. Having an approval system across all documents would help make sure all that goes out is as it should be.8 votes -
view/access the document after expiration
Recipient should be able to still view the document after expiration
8 votes -
Search by tags via search bar exactly
Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)
8 votes -
Delete the catalog in one click
Option to empty the catalog, i.e. delete items and folders in one click without having to select them one by one
8 votes -
private dashboard of docs that contained financial info
A private dashboard of docs that contained financial info so other users cannot see unless invited
8 votes -
Save Products From Pricing Table to Catalog
To have the option to save a product from the pricing table to the catalog for manually added products
8 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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average time spent per page that recipients spend on all documents created from 1 template
average time spent per page that recipients spend on all documents created from 1 template
8 votes -
Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent , viewed, expired and completed documents
Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent, viewed, expired and completed documents that allow management to track team performance easily
8 votes
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